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May Hill Capital - Q2 2026 13F Filings

MA

May Hill Capital, LLC

CIK: 0002056340
Address: Massachusetts Cohasset 132 Chief Justice Cushing Highway #70
$478.74 M
Portfolio Value
256
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. IVV Ishares Core S&P 500 Etf
+$6.15 M
2. VO Vanguard Mid-Cap Etf
+$4.39 M
3. VUG Vanguard Growth Etf
+$2.16 M
4. AGG Ishares Core Us Aggregate Bond Etf
+$1.92 M
5. MUB Ishares National Muni Bond Etf
+$1.91 M

Top Sells

Q2 2026
1. THRO Ishares Us Thematic Rotation Active Etf
−$1.65 M
2. IVE Ishares S&P 500 Value Etf
−$1.43 M
3. IEMG Ishares Core Msci Emerging Markets Etf
−$1.41 M
4. HOLX Hologic
−$1.29 M
5. BAI Ishares Ai Innovation And Tech Active Etf
−$865,445.85

Asset Allocation

Stocks/ETFs
+20.25%
$478.26 M 99.90%
Options
$0 0.00%
Debt
$0 0.00%
Other
-4.27%
$477,944 0.10%

Sector Allocation (Stocks)

May Hill Capital Q2 2026 Filing Summary

May Hill Capital, LLC filed its 13F report for Q2 2026 on August 07, 2026. The portfolio totaled 478.74 M reflecting a +20.21% change from the prior quarter, spanning 256 assets. The top 10 holdings comprised 44.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 46 new positions and 13 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for May Hill Capital’s Q2 2026 Filing

May Hill Capital submitted their Form 13F-HR for the Q2 2026 period on 08/07/2026. This was the only submission for the quarter.

In the Q2 2026 filing, May Hill Capital reported a managed portfolio value of 478.74 M, consisting of 256 individual positions.

This page displays the raw filing documents. To see which stocks May Hill Capital bought or sold during Q2 2026, please visit May Hill Capital's Portfolio Analysis page.